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Markets in a fairy tale scenario; US tech space is close to a bubble: Vincent Mortier, Amundi

Vincent Mortier, Group CIO of Amundi, Europe s largest asset manager, expects the US Federal Reserve to cut rates in June, not March, due to the softening economy and the need to support the US economy in an election year. Mortier also believes that the market is not prepared for this and there will be a repricing of stocks when investors realize that earnings will not grow as expected.

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US inflows at 18-month high; influx in India-dedicated funds most consistent since 2003-2006 period: Elara

In the US, flows have surged to an 18-month high, reaching $26.3 billion. Notably, there has been a significant influx of funds into US mid and small-cap investments, which had lagged in the recovery since October 2022, says Elara Capital.

China chip firm: China chip firm Brite Semiconductor, powered by US tech and money, avoids Biden s crackdown

The company, Brite Semiconductor, offers chip design services to at least six Chinese military suppliers, a Reuters examination of company statements, regulatory filings, tenders and academic articles by People s Liberation Army (PLA) researchers and institutions found.

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